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CPA Trendlines Podcasts

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CPA Trendlines is the world’s only research and advisory service focused solely on the tax, accounting, and finance professions.
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Here you'll find the data and analysis you can use for your practice and your career, plus exclusive research, insights, and commentary on the most pressing issues and fastest-changing trends.
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402 епізодів

CPA Trendlines Podcasts

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402 епізодів

#Business News #News #CPA Trendlines #Finance #CPA #Accounting #Enrollment #Agent

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CPA Trendlines Podcasts

1
The Hidden Reason You're Exhausted | ARC 38:42

15 hours тому38:42

38:42

Discover the link between triggers, burnout, and the power of saying “not right now.” Accounting ARC With Liz Mason, Byron Patrick, and Donny Shimamoto Center for Accounting Transformation Let’s be honest: the accounting profession isn’t exactly known for work-life balance. Long hours, tax season sprints, and "just one more thing" emails can leave even the most seasoned pros teetering on the edge of burnout. In this episode of ARC, hosts Liz Mason, CPA; Donny Shimamoto, CPA.CITP, CGMA; and Byron Patrick, CPA.CITP, CGMA, confront that edge—and explain why healthy boundaries are more than just trendy jargon. They're essential tools for staying sane, productive, and professionally respected. MORE Accounting ARC: Your Identity is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service “Burnout is basically professional depression,” says Mason, CEO of High Rock Accounting. “If you find yourself triggered, angry, or exhausted at work all the time, there’s a good chance your boundaries are being violated—and you might not even realize it.” From protecting their calendars to setting clear expectations with clients and teams, the ARC crew shares how they’ve each developed personal systems that work for them, not just their inboxes. And while TikTok may glamorize the “just say no” mentality, the hosts caution against confusing boundaries with avoidance. Originally published May 29, 2025.…

CPA Trendlines Podcasts

1
Go PRO: Get full sitewide access with today's best offer 1:19

1 day тому1:19

1:19

Attention CPAs and accounting pros! Are you ready to take your practice to the next level? Then it’s time to upgrade to CPA Trendlines PRO Membership —your all-access pass to premium insights, strategies, and tools designed just for YOU! See today 's best PRO offers here. Get exclusive access – Over 10,000 articles, tools, and expert guidance—keeping you ahead of the curve in practice management, growth, and industry trends. Enjoy VIP perks – Be the first to get new content, receive special handling on orders, and unlock priority concierge service just for PRO members. Save big– In the CPA Trendlines Shop, plus deep discounts on membership plans! And here’s a bonus: New PRO members receive welcome gifts worth over $300! Stay informed – With exclusive member surveys, studies, and expert insights that help grow your firm and boost your success! More support, more value, more power for your practice! Upgrade today at CPA Trendlines and start maximizing your potential!…

CPA Trendlines Podcasts

1
Hannah Munro: Real Reasons Change Fails | Accounting Influencers 31:33

1 day тому31:33

31:33

From unclear goals to digital missteps, this episode outlines what it takes to transform with confidence. Accounting Influencers With Rob Brown Change isn’t slowing down. It’s speeding up. And according to Hannah Munro, that’s precisely why finance professionals can’t afford to treat transformation as a one-time event. More Accounting Influencers with Rob Brown here In this episode of Accounting Influencers, Munro—managing director of ITAS Solutions and host of the CFO 4.0 podcast—discusses driving successful change in accounting and finance. She dives into why so many transformation initiatives fail and outlines a smarter path forward for firms looking to adapt, evolve, and thrive. “The pace of change is accelerating,” Munro explains. “That volatility and uncertainty are forcing finance professionals to elevate their role.” According to Munro, a startling 70% of transformation projects fail, but she believes it’s not because change is impossible—it’s because the foundations are shaky from the start. This was originally published April 19, 2025.…

CPA Trendlines Podcasts

1
Chris Vanover: Audit, Rebranded: Now with 100% Less Misery | The Disruptors 49:53

3 дні тому49:53

49:53

CPAClub is doing what few dared: killing the billable hour, shrinking the workweek, and proving that audit doesn’t have to suck. The Disruptors With Liz Farr Public accounting has long had a reputation for being slow to change, but in the world of audit, that pace has been glacial. Chris Vanover, CPA, founder and president of CPAClub (formerly AuditClub), is here to challenge that status quo. In this episode of The Disruptors , Vanover shares how he’s rebuilding audit from the ground up—ditching billable hours, crushing burnout, and making accounting cool (and flexible) again. CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Erica Goode: Build a $200K Firm in 15 Hours a Week | Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small And the transformation doesn’t stop with audit. CPAClub has expanded into tax and advisory, now offering a broader array of subscription-based solutions for CPA firms. CPAClub isn’t your typical firm—and Vanover isn’t your typical leader. Rather than tracking time like an industrial-era factory, CPAClub operates like a subscription service. CPA firms buy weekly “access passes” to seasoned professionals—aka “chiefs” and “crew”—who deliver solutions, not hours. Each day ends with a “solution scorecard” detailing the work completed, best practices, and observations.…

CPA Trendlines Podcasts

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Koebnick: Freedom from Federal Taxes? The Tribal Credit That’s Sparking Fireworks in Tax Advisory | The Concierge CPA 40:19

4 дні тому40:19

40:19

This holiday week, advisors are learning how a federally registered tribal credit could mean big tax savings. The Concierge CPA With Jackie Meyer For CPA Trendlines As Americans celebrate independence, a lesser-known federal tax credit tied to Native American tribal negotiations is offering its own version of financial freedom—up to 40% off federal tax liability, no clawbacks, and five years to use it. More Jackie Meyer On this special Independence Week episode of The Concierge CPA podcast, host Jackie Meyer, CPA, sits down with Chad Koebnick, vice president of Specialized Tax Services at Nepsis, to explore a strategy that could permanently reduce taxes—and permanently change the way we think about advisory. “This is one of those once-in-a-decade strategies,” says Meyer. “But it’s new, and with that comes skepticism. That’s why we brought in Chad to break it all down.”…

CPA Trendlines Podcasts

1
Johnston: Private Equity, Shady Vendors, and Broken Software | Accounting Influencers 23:28

6 днів тому23:28

23:28

"We've got a real problem. And no easy fix." Accounting Influencers With Rob Brown The accounting profession is undergoing a seismic shift—and not all of it bodes well for those who value independence, innovation, or client service. In this episode of Accounting Influencers, veteran tech strategist Randy Johnston, shareholder at K2 Enterprises, reveals the hard truths behind the changing operational and technological landscape of accounting firms. MORE Accounting Influencers with Rob Brown Johnston, who has advised thousands of firms across four decades, shares what he’s hearing behind closed doors at events like AICPA ENGAGE. From AI hysteria to private equity overreach, the most alarming trend is clear: “We’re seeing the erosion of what made accounting firms trusted advisors in the first place.” According to Johnston, the most disturbing trend is the hollowing out of accounting technology products. As private equity and public companies consolidate the market, product quality is dropping, support is slower, and innovation is stagnating.…

CPA Trendlines Podcasts

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Anshul Agrawal: Gain a Competitive Edge Through Direct Ownership Offshoring | Gear Up For Growth 35:54

7 днів тому35:54

35:54

Get more control, greater flexibility, and a path to smarter growth. Gear Up for Growth With Jean Caragher For CPA Trendlines In this episode of Gear Up for Growth, powered by CPA Trendlines, Anshul Agrawal, founder of June15 Consulting, shares how direct ownership offshoring is helping CPA firms unlock long-term value and sharpen their competitive edge. Gear Up for Growth spotlights the best strategies for smart and effficient growth in today's competitive landscape. Gear Up for Growth every Friday here. More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth More CPA Trendlines videos and podcasts here “Direct ownership offshoring is no longer just for the Top 100 firms,” Agrawal explains. “Whether you're a solo practitioner or a mid-sized firm, the model gives you full control of your offshore team without the middlemen – and that changes everything.” According to Agrawal, direct ownership offshoring – where firms directly employ and manage offshore staff – offers a more strategic and cost-effective alternative to traditional outsourcing. It enables firms to maintain independence, expand capacity, and deliver year-round support while improving margins.…

CPA Trendlines Podcasts

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What Career Advice Gets Wrong for Gen Z—and How to Fix It | ARC 51:27

8 днів тому51:27

51:27

Learn why today’s students want more than titles—and how employers should respond. Accounting ARC With Arpan Grewal and Harshita Multani Center for Accounting Transformation Accounting ARC: Student-Led Conversations isn’t just another student podcast—it’s a cross-generational wake-up call. In this episode, business students Arpan Grewal and Harshita Multani, both interns for the Center for Accounting Transformation, lead a powerful dialogue with Texlin Usher Quinney, CPA, PMP, Ph.D., and Byron Patrick, CPA.CITP, CGMA. Their topic? The flawed premise of “finding your passion.” MORE Accounting ARC: Your Identity Is Not a Liability | What Happens in Vegas… Gets Reported on a Tax Return | Burnout, Be Gone: Accounting Needs a Boundary Breakthrough | The Ultimate Business Hack You’re Probably Ignoring | Resilience, Real Talk, and the Road to Mental Wellness | Blockchain Could Still Reshape Accounting | What Gen Z Wants from Business | Firm Differentiation Depends Upon Client Service | “My daughter thought her first job out of college had to be her passion,” explains Patrick, CEO of VERIFYiQ and co-founder and educator for TB Academy. “But passion isn’t a one-time decision—it’s an evolution.” That reframing hits home for Grewal and Multani, who admit to once dreaming of wildly different careers. “We grew up with Barbie being everything—doctor, astronaut, president,” says Grewal. “So why should we pick just one thing?”…

CPA Trendlines Podcasts

1
Embrace the Machines | Accounting Influencers 11:48

8 днів тому11:48

11:48

Forward-thinking firms transform disruption into dominance. Accounting Influencers With Rob Brown In a profession built on precision, trust, and timeless principles, a disruptive force has arrived—and it’s not just another regulation. It’s technology. Automation, AI, and machine learning are redefining accounting at a rapid pace, sparking a pressing question: Is technology a force for good, or the demise of accountants as we know them? MORE Accounting Influencers with Rob Brown In this episode of Accounting Influencers , host Rob Brown tackles this seismic shift head-on. With over 300,000 accountants having exited the profession since 2020—a 17% decline—Brown cuts through the noise to examine whether accounting is facing an extinction event or a long-overdue evolution. He asks, “Tech is coming for your job—are you ready?” That provocative question lies at the heart of this episode, which unpacks the opportunities and risks technology presents to today’s firms and professionals. Spoiler alert: tech isn’t the enemy. But indifference might be.…

CPA Trendlines Podcasts

1
Angela Oakley: Strengths-Based Coaching Fuels Engagement | MOVE Like This 28:52

9 днів тому28:52

28:52

“When people see their strengths clearly for the first time, they feel seen, and that changes everything.” MOVE Like This With Bonnie Buol Ruszczyk For CPA Trendlines At Clark Nuber, developing talent is more than a bullet point on a strategic plan; it's woven into the fabric of how the firm operates. Angela Oakley, director of the firm’s Talent Advisor Program, sits down with the Move Like This podcast to share how her team has successfully embedded the CliftonStrengths assessment into nearly every phase of the employee life cycle. From onboarding to performance conversations, strengths-based coaching has become a core tool for helping individuals grow and for building stronger, more connected teams. More MOVE Oakley describes how the initiative began in 2016, after one of the tax teams had already explored strengths to improve internal collaboration. That early success, along with a culture already committed to learning and people-first leadership, laid the foundation for broader adoption. With support from key influencers and her own certification in the assessment tool, Oakley began integrating CliftonStrengths into the firm's coaching framework, building buy-in organically, one conversation at a time. The launch of the Talent Advisor Program shortly before the pandemic created a timely opportunity to scale this approach. Meeting regularly with employees at all levels, Oakley and her team were able to personalize development using strengths as a shared language. Whether coaching new associates or partnering with team leads, the focus remains the same: help people understand what they do best and how to use those strengths to navigate challenges, build relationships, and succeed at work.…

CPA Trendlines Podcasts

1
Erica Goode: Build a $200K Firm in 15 Hours a Week | The Disruptors 48:23

10 днів тому48:23

48:23

Thrive with a lean schedule, happy clients, and a calm home life. The Disruptors With Liz Farr Erica Goode was exhausted and burned out as a corporate accountant and mom of two young children. “I could not figure out a sane way to operate a 50-hour work week and raise two kids and have a spouse who worked a 50-hour work week,” Goode explains. “I don't think there is a great way to do it. It does not leave a lot of margin to be a full-time working parent.” CPA TRENDLINES CELEBRATES: The 100th Episode of The Disruptors MORE STREAMING: Randy Crabtree: Live at the Intersection of Passion & Skill | McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small | So she quit to become a full-time mom. However, she missed accounting. So when the owner of the fitness studio where one of her children took Tae Kwon Do classes asked for help, she said yes, even though she had never touched QuickBooks before.…

CPA Trendlines Podcasts

1
Fineberg, Hecker: How CPAs Are Filling the 100,000-Wealth Advisor Gap | Holistic Guide to Wealth Management 47:39

10 днів тому47:39

47:39

Sponsored by CPA Trendlines Pro Membership – See Today’s Special Offer By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” When people ask why more accountants are incorporating holistic finance services into their practices, it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes. MORE Rory Henry and The Holistic Guide to Wealth Management Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management , believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.…

CPA Trendlines Podcasts

1
Guess Who’s in Ideal Position to Fill the Coming Shortage of Financial Advisors? | Holistic Guide to Wealth Management 47:08

11 днів тому47:08

47:08

With a looming shortage of 100,000 financial advisors, CPAs have a once-in-a-generation opportunity to fill the gap. By Rory Henry CFP®, BFA™ For CPA Trendlines As Teddy Roosevelt once said, “People don’t care how much you know until they know how much you care.” Roosevelt made that comment over a century ago, but it remains highly relevant today. For instance, when people ask me why more accountants are incorporating holistic finance services into their practices, I tell them it’s because they’re realizing the power of empathy, trust, and the future of financial advice. It starts with a “human first” approach that goes beyond putting numbers into boxes. MORE: Rory Henry Seth Fineberg, founder of Accountants Forward, and Philipp Hecker, CEO of Bento Engine, two of the expert contributors to my new book, Holistic Guide to Wealth Management , believe that accountants can leverage their trusted relationships with clients and adopt a more holistic and proactive approach to working with them.…

CPA Trendlines Podcasts

1
Experts Call for Industry Overhaul | Accounting Influencers 56:27

13 днів тому56:27

56:27

Top minds in accounting push for systemic reform, more innovative tech, and a human-first workplace. Accounting Influencers with Rob Brown While many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future. More Rob Brown In this episode of Accounting Influencers, host Rob Brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. Joining him are: Sona Akmakijian, CPA: Global Leader of Strategic Accountant Partnerships at Avalar Renee Moelders: Partner at Convergence Coaching Allison Ball: VP of Marketing & Communications at Bookkeep Andrew Berg, CPA: Managing Partner of Berg Advisors Their consensus? The profession must evolve—fast.…

CPA Trendlines Podcasts

1
Carl Peterson: Succession or Stagnation? | Gear Up For Growth 35:49

14 днів тому35:49